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Legacy Financial Advisors’s McKesson MCK Stock Holding History

Legacy Financial Advisors’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$739K Buy
854
+38
+5% +$33.9K 0.1% 173
2025
Q4 		$669K Buy
816
+96
+13% +$78.3K 0.09% 186
2025
Q3 		$556K Buy
720
+29
+4% +$20.4K 0.08% 215
2025
Q2 		$506K Buy
691
+135
+24% +$95.3K 0.08% 203
2025
Q1 		$374K Sell
556
-2
-0.4% -$1.24K 0.06% 249
2024
Q4 		$318K Buy
558
+62
+13% +$34.7K 0.05% 267
2024
Q3 		$245K Sell
496
-30
-6% -$16.7K 0.04% 307
2024
Q2 		$307K Buy
526
+30
+6% +$16.7K 0.05% 247
2024
Q1 		$266K Sell
496
-4
-0.8% -$2.03K 0.05% 264
2023
Q4 		$231K Buy
500
+12
+2% +$5.46K 0.04% 270
2023
Q3 		$212K Sell
488
-23
-5% -$9.69K 0.04% 243
2023
Q2 		$218K Buy
+511
New +$196K 0.04% 235
2019
Q2 		– Sell
-175
Closed -$20K – 587
2019
Q1 		$20K Hold
175
– – 0.01% 453
2018
Q4 		$19K Buy
175
+11
+7% +$1.37K 0.01% 426
2018
Q3 		$21K Hold
164
– – 0.01% 368
2018
Q2 		$22K Hold
164
– – 0.01% 361
2018
Q1 		$23K Sell
164
-4
-2% -$623 0.01% 349
2017
Q4 		$26K Buy
+168
New +$24.9K 0.01% 334

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's MCK Position: Q1 2026 in Review

Legacy Financial Advisors increased its McKesson (MCK) stake by 4.7% in Q1 2026, buying an estimated $33.9K and bringing the position to 854 shares worth $739K. The position accounts for 0.1% of the portfolio, ranked #173.

Legacy Financial Advisors first reported a position in MCK in Q4 2017 and has held it in 18 quarters since. 2,034 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Legacy Financial Advisors held 854 shares of McKesson worth $739K as of Q1 2026.
  • Legacy Financial Advisors bought 38 McKesson shares in Q1 2026, an estimated $33.9K.
  • McKesson made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #173 holding.
  • Legacy Financial Advisors first reported a position in McKesson in Q4 2017 and has held it in 18 quarters since.
  • 2,034 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.